System and Method for Establishing an Open Communication Channel With an Advisor Via a Mobile Device
    1.
    发明申请
    System and Method for Establishing an Open Communication Channel With an Advisor Via a Mobile Device 审中-公开
    用于通过移动设备与顾问建立开放通信信道的系统和方法

    公开(公告)号:US20160063448A1

    公开(公告)日:2016-03-03

    申请号:US14469990

    申请日:2014-08-27

    CPC classification number: G06Q10/1095 G06Q40/00 G07F17/0021

    Abstract: A system is provided for establishing an open communication channel between a client and an advisor. The system includes a client device, an advisor device, and a host device, all connected via a network. If the client interacts with a “talk” portion of a mobile web site, the host will attempt to authorize the request by determining whether the client has sufficient funds in their account to cover a communication with the advisor for a predetermined period of time, where the predetermined period of time is either set by the host, an administer, or the advisor. If the host device determines that sufficient funds are available, the host device then determines whether the advisor is currently available. If the advisor is currently available, then the host will provide a phone number to the client device and update the advisor's queue to reflect the instant communication.

    Abstract translation: 提供了一种用于在客户端和顾问之间建立开放通信信道的系统。 系统包括客户端设备,顾问设备和主机设备,所有客户端设备都通过网络连接。 如果客户端与移动网站的“通话”部分进行交互,则主机将尝试通过确定客户端在其帐户中是否有足够的资金来覆盖与顾问的通信一段预定的时间段来授权该请求,其中 预定时间段由主机,管理员或顾问设定。 如果主机设备确定有足够的资金可用,则主机设备然后确定顾问当前是否可用。 如果顾问当前可用,则主机将向客户端设备提供电话号码,并更新顾问的队列以反映即时通信。

    System and method for using a mobile application operating on an advisor device to communicate with a client device

    公开(公告)号:US10542151B2

    公开(公告)日:2020-01-21

    申请号:US16103785

    申请日:2018-08-14

    Abstract: A system and method is provided for facilitating a communication between a client and an advisor. The system preferably includes a client device, an advisor device, and a host device, all connected via a network. The client device may interact with a website to request a communication with an advisor. The host device may provide the request to the advisor via a mobile application operating on the advisor device. The mobile application may also be used to upload data to the host device and to participate in the scheduled communication, such as a telephone call. Prior to using the application to participate in the communication, the host device may verify the application by calling it and verbally requesting the entry of verification data. If the advisor enters correct data, the application will be considered verified, and the advisor can use it to participate in the scheduled communication with the client.

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